Hamilton Point Investment Advisors

Hamilton Point Investment Advisors as of June 30, 2026

Portfolio Holdings for Hamilton Point Investment Advisors

Hamilton Point Investment Advisors holds 192 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.3 $45M 919k 48.43
Berkshire Hathaway Inc Del Cl A (BRK.A) 6.0 $43M 57.00 748850.00
Alphabet Cap Stk Cl C (GOOG) 4.3 $30M 86k 353.33
Apple (AAPL) 4.1 $29M 100k 289.36
Emcor (EME) 3.6 $25M 30k 829.87
Raytheon Technologies Corp (RTX) 3.0 $22M 114k 189.73
American Express Company (AXP) 3.0 $21M 62k 338.25
Dell Technologies CL C (DELL) 2.9 $21M 48k 431.46
Microsoft Corporation (MSFT) 2.9 $20M 55k 373.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $18M 142k 124.76
TJX Companies (TJX) 2.2 $16M 105k 151.50
Ishares Gold Tr Ishares New (IAU) 2.2 $16M 206k 75.51
Deere & Company (DE) 2.2 $15M 24k 635.96
Littelfuse (LFUS) 1.9 $13M 29k 455.34
Cummins (CMI) 1.8 $13M 18k 713.20
Eaton Corp SHS (ETN) 1.8 $13M 29k 426.12
Cisco Systems (CSCO) 1.7 $12M 105k 117.46
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $12M 127k 96.49
Amgen (AMGN) 1.7 $12M 33k 362.12
Johnson & Johnson (JNJ) 1.5 $11M 42k 253.97
Hubbell (HUBB) 1.4 $10M 19k 523.19
Church & Dwight (CHD) 1.4 $10M 104k 96.88
JPMorgan Chase & Co. (JPM) 1.3 $9.5M 29k 327.32
Nextera Energy (NEE) 1.3 $9.1M 104k 87.77
Williams-Sonoma (WSM) 1.3 $9.0M 39k 233.10
Automatic Data Processing (ADP) 1.2 $8.8M 39k 225.65
Colgate-Palmolive Company (CL) 1.2 $8.4M 92k 91.68
Visa Com Cl A (V) 1.2 $8.3M 24k 343.09
Arthur J. Gallagher & Co. (AJG) 1.1 $7.8M 34k 229.57
NVIDIA Corporation (NVDA) 1.1 $7.7M 39k 200.09
International Business Machines (IBM) 1.1 $7.6M 27k 281.21
Wal-Mart Stores (WMT) 1.0 $7.4M 65k 113.26
Danaher Corporation (DHR) 1.0 $7.2M 38k 190.88
Asml Hldg Nv N Y Registry Shs (ASML) 1.0 $7.1M 3.6k 1989.29
Eagle Materials (EXP) 0.9 $6.7M 30k 225.25
Texas Instruments Incorporated (TXN) 0.9 $6.3M 21k 298.07
McGrath Rent (MGRC) 0.9 $6.1M 51k 121.03
Main Street Capital Corporation (MAIN) 0.8 $5.9M 114k 51.88
Eli Lilly & Co. (LLY) 0.8 $5.8M 4.8k 1199.54
Waste Management (WM) 0.8 $5.4M 24k 222.88
Roper Industries (ROP) 0.8 $5.3M 16k 338.40
Unilever Spon Adr New (UL) 0.8 $5.3M 89k 60.12
Watsco, Incorporated (WSO) 0.7 $5.3M 13k 416.73
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $5.3M 7.1k 748.64
Verizon Communications (VZ) 0.7 $5.3M 125k 42.34
salesforce (CRM) 0.7 $5.2M 33k 157.10
Essential Utils (WTRG) 0.7 $5.0M 131k 38.31
Labcorp Holdings Com Shs (LH) 0.7 $5.0M 18k 280.00
Relx Sponsored Adr (RELX) 0.7 $4.9M 156k 31.67
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.6 $4.4M 114k 38.50
Pfizer (PFE) 0.6 $4.0M 168k 24.08
Rio Tinto Sponsored Adr (RIO) 0.6 $3.9M 41k 94.93
Genuine Parts Company (GPC) 0.5 $3.8M 32k 119.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.7M 7.4k 500.39
Medtronic SHS (MDT) 0.5 $3.7M 47k 78.95
EOG Resources (EOG) 0.5 $3.7M 28k 129.73
Adobe Systems Incorporated (ADBE) 0.5 $3.7M 18k 205.02
Hershey Company (HSY) 0.5 $3.6M 21k 175.45
Accenture Plc Ireland Shs Class A (ACN) 0.5 $3.3M 26k 124.44
Broadridge Financial Solutions (BR) 0.4 $3.1M 23k 137.92
Paychex (PAYX) 0.4 $3.0M 31k 98.33
Advanced Micro Devices (AMD) 0.4 $2.8M 4.9k 580.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $2.1M 3.0k 686.81
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $1.9M 1.9k 965.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.7M 4.9k 357.37
W.W. Grainger (GWW) 0.2 $1.7M 1.3k 1360.40
Abbvie (ABBV) 0.2 $1.5M 6.2k 251.64
S&p Global (SPGI) 0.2 $1.5M 3.8k 407.26
Merck & Co (MRK) 0.2 $1.5M 12k 129.35
Union Pacific Corporation (UNP) 0.2 $1.4M 5.3k 272.00
Trust For Professional Man Jensen Quality (JGRW) 0.2 $1.4M 51k 27.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.3M 10k 124.17
Exxon Mobil Corporation (XOM) 0.2 $1.2M 8.6k 136.72
Coca-Cola Company (KO) 0.2 $1.2M 14k 81.80
Vital Farms (VITL) 0.2 $1.2M 100k 11.63
Amazon (AMZN) 0.2 $1.1M 4.8k 238.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.0M 1.4k 737.21
Corning Incorporated (GLW) 0.1 $951k 3.7k 255.44
Intel Corporation (INTC) 0.1 $951k 6.8k 139.63
Ishares Tr Core S&p500 Etf (IVV) 0.1 $910k 1.2k 748.89
Pepsi (PEP) 0.1 $907k 6.7k 135.39
Procter & Gamble Company (PG) 0.1 $886k 6.0k 146.65
Abbott Laboratories (ABT) 0.1 $885k 9.8k 90.74
Lam Research Corp Com New (LRCX) 0.1 $876k 2.0k 433.59
Illinois Tool Works (ITW) 0.1 $865k 3.2k 272.08
Micron Technology (MU) 0.1 $863k 748.00 1154.29
Marsh & McLennan Companies (MRSH) 0.1 $854k 5.1k 166.67
Spdr Gold Tr Gold Shs (GLD) 0.1 $847k 2.3k 368.38
Lowe's Companies (LOW) 0.1 $835k 3.8k 220.49
Vanguard Index Fds Value Etf (VTV) 0.1 $822k 3.8k 217.93
Vanguard World Inf Tech Etf (VGT) 0.1 $734k 6.1k 119.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $726k 25k 28.96
Philip Morris International (PM) 0.1 $670k 3.7k 182.38
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $645k 2.7k 236.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $618k 2.5k 242.43
Broadcom (AVGO) 0.1 $615k 1.6k 377.66
Pathfinder Ban (PBHC) 0.1 $610k 38k 15.88
Meta Platforms Cl A (META) 0.1 $606k 1.1k 563.41
Microchip Technology (MCHP) 0.1 $606k 6.6k 91.20
UnitedHealth (UNH) 0.1 $606k 1.5k 415.63
Lockheed Martin Corporation (LMT) 0.1 $567k 1.1k 509.46
Marvell Technology (MRVL) 0.1 $558k 1.9k 297.89
Applied Materials (AMAT) 0.1 $534k 739.00 723.00
McDonald's Corporation (MCD) 0.1 $465k 1.7k 270.38
Costco Wholesale Corporation (COST) 0.1 $423k 452.00 934.75
Tyler Technologies (TYL) 0.1 $420k 1.4k 292.46
General Dynamics Corporation (GD) 0.1 $411k 1.2k 354.24
Emerson Electric (EMR) 0.1 $393k 2.7k 143.15
Home Depot (HD) 0.1 $388k 1.1k 352.70
3M Company (MMM) 0.1 $381k 2.4k 161.91
Crowdstrike Hldgs Cl A (CRWD) 0.1 $361k 473.00 763.15
Bank of America Corporation (BAC) 0.0 $341k 6.0k 56.98
Kla Corp Com New (KLAC) 0.0 $331k 1.1k 301.60
Duke Energy Corp Com New (DUK) 0.0 $320k 2.5k 126.58
Fair Isaac Corporation (FICO) 0.0 $318k 266.00 1194.78
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $317k 1.7k 190.52
Quanta Services (PWR) 0.0 $310k 431.00 720.04
Cigna Corp (CI) 0.0 $309k 1.1k 275.68
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $302k 632.00 478.41
Capital One Financial (COF) 0.0 $297k 1.5k 200.62
McKesson Corporation (MCK) 0.0 $287k 380.00 756.44
Rayonier (RYN) 0.0 $287k 14k 21.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $286k 3.3k 85.49
Fortinet (FTNT) 0.0 $286k 1.9k 153.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $279k 10k 27.70
Southern Company (SO) 0.0 $276k 2.9k 95.71
Mastercard Incorporated Cl A (MA) 0.0 $265k 515.00 513.60
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $252k 3.5k 71.25
ConocoPhillips (COP) 0.0 $249k 2.4k 103.96
Paccar (PCAR) 0.0 $234k 2.0k 120.12
Citigroup Com New (C) 0.0 $232k 1.7k 140.00
O'reilly Automotive (ORLY) 0.0 $231k 2.5k 92.09
Jabil Circuit (JBL) 0.0 $226k 585.00 385.48
Ishares Tr Core Msci Eafe (IEFA) 0.0 $224k 2.3k 96.56
Chevron Corporation (CVX) 0.0 $224k 1.3k 165.71
Stryker Corporation (SYK) 0.0 $223k 706.00 315.75
Vanguard Index Fds Growth Etf (VUG) 0.0 $217k 2.5k 86.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $217k 1.4k 158.03
Public Storage (PSA) 0.0 $209k 655.00 318.31
Honeywell International (HON) 0.0 $207k 924.00 223.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $206k 1.5k 137.53
Honeywell Aerospace (HONA) 0.0 $204k 924.00 221.08
Tesla Motors (TSLA) 0.0 $204k 484.00 420.60
Oneok (OKE) 0.0 $203k 2.3k 86.94
Keysight Technologies (KEYS) 0.0 $200k 572.00 350.07
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $194k 1.8k 110.32
Spdr Series Trust St Str Sp Trans (XTN) 0.0 $188k 1.6k 115.61
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $179k 1.1k 158.66
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $171k 1.0k 164.54
Wells Fargo & Company (WFC) 0.0 $163k 2.0k 82.64
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.0 $156k 135.00 1157.00
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $137k 213.00 640.76
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $127k 2.4k 53.11
Ishares Tr Msci Eafe Etf (EFA) 0.0 $112k 1.1k 103.88
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $103k 1.3k 77.11
Ishares Tr U.s. Tech Etf (IYW) 0.0 $97k 386.00 252.23
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $97k 662.00 146.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $91k 304.00 300.45
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $88k 754.00 117.28
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $70k 355.00 197.60
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $68k 844.00 80.57
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $67k 1.3k 53.61
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $67k 294.00 227.06
Spdr Series Trust St Str Sp Home (XHB) 0.0 $64k 555.00 115.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $62k 167.00 370.04
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $62k 333.00 185.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $62k 281.00 219.43
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $57k 610.00 93.38
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $55k 370.00 148.31
Anavex Life Sciences Corp Com New (AVXL) 0.0 $53k 20k 2.59
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $47k 1.9k 24.66
Select Sector Spdr Tr St Str Mater Etf (XLB) 0.0 $46k 900.00 50.83
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $42k 115.00 365.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $38k 1.1k 36.13
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $38k 725.00 52.76
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.0 $34k 1.4k 24.66
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.0 $33k 835.00 39.68
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $32k 840.00 38.06
Ishares Tr Core Msci Total (IXUS) 0.0 $27k 284.00 95.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $26k 894.00 29.43
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $19k 387.00 48.56
Longeveron Cl A New (LGVN) 0.0 $16k 22k 0.70
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $15k 565.00 26.50
Ishares Tr Select Us Reit (ICF) 0.0 $15k 220.00 67.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $13k 54.00 242.98
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $13k 345.00 36.26
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $12k 125.00 98.98
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $11k 348.00 31.10
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $10k 214.00 48.12
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $8.0k 83.00 96.43
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $4.4k 184.00 23.68
Vanguard Index Fds Small Cp Etf (VB) 0.0 $3.6k 12.00 303.08